Boulay Financial Advisors, LLC

13F Filings History

Latest 13F report: Q3 2025 - Oct 14, 2025
Value $: $712M
Signature - Title: Gerson Diaz - Operations and Compliance Sr. Associate
Location: Eden Prairie, MN
Summary: This page shows a list of all the recent 13F filings made by Boulay Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Boulay Financial Advisors, LLC reported 4 stock holdings with total value $712M as of Q3 2025. Top holdings included FNDX, MOAT, IWY, and RUNN.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2025	4	$712M	+$10.5M	-$4.54M	+$5.93M	FNDX, MOAT, IWY, RUNN	13F-HR	10/14/2025, 03:03 PM
Q2 2025	4	$663M	+$339M	$0	+$339M	FNDX, MOAT, IWY, RUNN	Restatement	10/14/2025, 03:23 PM
Q1 2025	2	$299M	$0	$0		MOAT, FNDX	13F-HR	5/9/2025, 11:44 AM